Client onboarding

$95.00 inc. GST

Client onboarding and manual.  This tutorial will kick start your best practice for onboarding new clients and keeping track of them and their requirements.


Gaining new clients can be daunting, in this presentation you will learn all the information you need to be prepared and confident in onboarding new clients. Once you have this new client, you need a client manual! Luck for you, this presentation also includes a ‘how-to’ on making the client manual every bookkeeper dreams of, the ultimate organisation of all the information you gained and how to format it to make it easy. This tutorial costs $95, includes downloadable template and tutorial, ideal for self- employed bookkeepers. This tutorial will take 15 – 20 minutes to complete but will provide a lifetime of client manual organisation.